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《大行報告》一表列出匯豐研究新興市場20大推介股
匯豐環球研究發表新興市場策略報告,自下而上分析挑選出最新的20大推介股,均予「買入」評級。 20大推介股份: (1)亞洲增長主題 港交所(00388.HK) 信義光能(00968.HK) 台積電(2330.TW)(TSM.US) 瀘州老窖(000568.SZ) 印度Titan Company(TTAN.IN) 印度Cipla(CIPLA.IN) 廣聯達(002410.SZ) (2)亞洲價值主題 南韓SK海力士(000660.KS) 印尼Astra International(ASII.IJ) 泰國Total Access Communication(DTAC.TB) (3)東歐,中東和非洲(EEMEA)及拉丁美洲價值主題 巴西Vale(VALE.US) 巴西PetrobraS PN(PETR4.BZ) 卡塔爾Qatar National Bank(QNBK.QD) 巴西Bradesco(BBDC4.BZ) 巴西Carrefour Brasil(CRFB3.BZ) 南非Northam Platinum(NPH.SJ) 希臘Eurobank(EUROB.GA) (4)東歐,中東和非洲(EEMEA)及拉丁美洲增長主題 MercadoLibre(MELI.US) FirstRand(FSR.SJ) Solutions by STC(SOLUTION.AB)
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